Paragon Wealth Strategies, LLC Impact Shs Fds I Tr Naacp Mino Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
3 transactions
Others Institutions Holding NACP
# of Institutions
30Shares Held
552KCall Options Held
0Put Options Held
0-
Clearstead Advisors, LLC Cleveland, OH134KShares$5.74 Million0.09% of portfolio
-
Betterment LLC New York, NY101KShares$4.32 Million0.01% of portfolio
-
Momentum Advisors, LLC73.4KShares$3.14 Million2.02% of portfolio
-
Greenleaf Trust Kalamazoo, MI36.3KShares$1.55 Million0.01% of portfolio
-
Rossby Financial, Lcc Melbourne, FL35.7KShares$1.53 Million0.9% of portfolio